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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,276 | $87,132-12.5% | $105,624-27.8% | $80,959-5.8% |
| Participation rate | 28.6% | 70.4%-41.9pp | 75.3%-46.7pp | 67.7%-39.1pp |
| Annual return | 12.36% | 17.03%-4.7pp | 116.20%-103.8pp | 35.67%-23.3pp |
| Employer contribution / active EE | $744 | $2,397-68.9% | $3,168-76.5% | $2,757-73.0% |
| Participant deferral / active EE | $2,867 | $3,985-28.1% | $5,013-42.8% | $4,300-33.3% |
| Admin fee / account holder | $1,954 | $8,449-76.9% | $10,961-82.2% | $6,925-71.8% |